Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Southern Co as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,222
- +73 vs. Q2 2025
- Shares held
- 786.7M
- +25.3M (+3.3%) vs. Q2 2025
- Total value
- $74.6B
- +$5.04B (+7.3%) vs. Q2 2025
- New holders
- 167
- 937 more added
- Sold out
- 94
- 733 more reduced
35 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 108,374 | $10.3M | 0.03% | +95+0.1% | Added |
| Keel Point, LLC | 106,934 | $10.1M | 0.62% | +1,234+1.2% | Added |
| Bell Bank | 106,150 | $10.1M | 0.44% | +1,512+1.4% | Added |
| StoneX Group Inc. | 104,991 | $9.95M | 0.43% | +4,839+4.8% | Added |
| Azimuth Capital Investment Management LLC | 104,086 | $9.86M | 0.35% | −140.0% | Reduced |
| Rockland Trust Co | 103,085 | $9.77M | 0.40% | −13,765−11.8% | Reduced |
| Principle Wealth Partners LLC | 102,920 | $9.75M | 0.57% | −1,397−1.3% | Reduced |
| AXA Investment Managers S.A. | 101,864 | $9.65M | 0.03% | +101,864 | New |
| TCTC Holdings, LLC | 101,841 | $9.65M | 0.29% | −4,992−4.7% | Reduced |
| CWM, LLC | 101,371 | $9.61M | 0.03% | +3,088+3.1% | Added |
| KBC Group NV | 101,290 | $9.60M | 0.02% | +1,940+2.0% | Added |
| ARS Wealth Advisors Group, LLC | 101,219 | $9.59M | 0.95% | +1,033+1.0% | Added |
| Am Investment Strategies LLC | 99,417 | $9.42M | 2.05% | +579+0.6% | Added |
| Visionary Wealth Advisors | 99,197 | $9.40M | 0.44% | +702+0.7% | Added |
| Rothschild Investment LLC | 98,435 | $9.33M | 0.53% | −404−0.4% | Reduced |
| Advisors Management Group Inc | 97,168 | $9.21M | 1.62% | −1,164−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 97,110 | $9.20M | 0.06% | +7,371+8.2% | Added |
| Prospera Financial Services Inc | 95,938 | $9.10M | 0.16% | −1,147−1.2% | Reduced |
| Fiduciary Group LLC | 95,797 | $9.08M | 0.80% | −345−0.4% | Reduced |
| Associated Banc-Corp | 95,669 | $9.07M | 0.24% | −781−0.8% | Reduced |
| Lido Advisors, LLC | 95,097 | $9.01M | 0.04% | +11,502+13.8% | Added |
| Neuberger Berman Group LLC | 94,616 | $8.97M | 0.01% | +879+0.9% | Added |
| Dynamic Advisor Solutions LLC | 94,545 | $8.96M | 0.26% | +2,132+2.3% | Added |
| Cornerstone Wealth Group, LLC | 94,366 | $8.94M | 0.60% | +2,953+3.2% | Added |
| J.W. Cole Advisors, Inc. | 93,307 | $8.84M | 0.17% | +2,883+3.2% | Added |
| Pacer Advisors, Inc. | 92,768 | $8.79M | 0.02% | −12,270−11.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 92,003 | $8.72M | 0.14% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 91,383 | $8.66M | 0.60% | −3,446−3.6% | Reduced |
| Windle Wealth, LLC | 91,258 | $8.65M | 3.87% | +1,327+1.5% | Added |
| Kempen Capital Management N.V. | 90,567 | $8.58M | 0.08% | −1,180−1.3% | Reduced |
| Janus Henderson Group PLC | 90,438 | $8.57M | 0.00% | +6,232+7.4% | Added |
| Ronald Blue Trust, Inc. | 89,534 | $8.49M | 0.10% | −3,002−3.2% | Reduced |
| Capital Fund Management S.A. | 89,454 | $8.48M | 0.08% | −10,435−10.4% | Reduced |
| Merit Financial Group, LLC | 89,328 | $8.47M | 0.08% | +5,026+6.0% | Added |
| Hudson Bay Capital Management LP | 89,259 | $8.46M | 0.05% | −127,518−58.8% | Reduced |
| Atria Investments LLC | 88,632 | $8.40M | 0.10% | −10,994−11.0% | Reduced |
| Brevan Howard Capital Management LP | 87,982 | $8.34M | 0.12% | +62,972+251.8% | Added |
| Advocate Group LLC | 87,831 | $8.32M | 1.37% | −1,542−1.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 87,473 | $8.29M | 0.03% | −10,747−10.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 87,526 | $8.27M | 0.51% | +3,975+4.8% | Added |
| UniSuper Management Pty Ltd | 87,208 | $8.26M | 0.05% | +13,193+17.8% | Added |
| Edgestream Partners, L.P. | 86,425 | $8.19M | 0.24% | +86,425 | New |
| Concurrent Investment Advisors, LLC | 86,350 | $8.18M | 0.14% | +4,510+5.5% | Added |
| Spirepoint Private Client, LLC | 86,171 | $8.17M | 0.86% | +3,327+4.0% | Added |
| Apollon Wealth Management, LLC | 86,149 | $8.16M | 0.15% | +1,065+1.3% | Added |
| Chronos Wealth Management, LLC | 86,093 | $8.16M | 4.00% | −452−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 85,856 | $8.14M | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 85,590 | $8.11M | 0.12% | −899−1.0% | Reduced |
| Thomasville National Bank | 85,119 | $8.07M | 0.51% | +627+0.7% | Added |
| Allianz Asset Management GmbH | 84,920 | $8.05M | 0.01% | −4,075−4.6% | Reduced |
| Cullen Investment Group, Ltd. | 84,166 | $7.96M | 1.05% | +4,774+6.0% | Added |
| Guggenheim Capital LLC | 83,071 | $7.87M | 0.06% | −412−0.5% | Reduced |
| Davenport & Co LLC | 82,691 | $7.84M | 0.04% | −5,349−6.1% | Reduced |
| Albion Financial Group | 82,656 | $7.83M | 0.47% | +546+0.7% | Added |
| D.A. Davidson & Co. | 82,508 | $7.82M | 0.05% | +3,433+4.3% | Added |
| First PREMIER Bank | 81,893 | $7.76M | 1.76% | −1,190−1.4% | Reduced |
| Central Trust Co | 81,238 | $7.70M | 0.16% | −633−0.8% | Reduced |
| Man Group plc | 80,803 | $7.66M | 0.01% | −65,495−44.8% | Reduced |
| Sky Investment Group LLC | 80,364 | $7.62M | 1.28% | −100.0% | Reduced |
| Hantz Financial Services, Inc. | 79,938 | $7.58M | 0.11% | −7,980−9.1% | Reduced |
| Parkside Investments, LLC | 79,821 | $7.56M | 0.95% | −2,320−2.8% | Reduced |
| Trustmark National Bank Trust Department | 78,555 | $7.44M | 0.48% | −462−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 78,516 | $7.44M | 0.05% | −4,226−5.1% | Reduced |
| Freestone Capital Holdings, LLC | 78,347 | $7.42M | 0.23% | +8,996+13.0% | Added |
| Equitable Holdings, Inc. | 78,155 | $7.41M | 0.05% | +2,574+3.4% | Added |
| Mizuho Securities USA LLC | 80,120 | $7.40M | 0.15% | +4,163+5.5% | Added |
| Aull & Monroe Investment Management Corp | 77,704 | $7.36M | 3.76% | +466+0.6% | Added |
| Kestra Private Wealth Services, LLC | 77,589 | $7.35M | 0.10% | +142+0.2% | Added |
| Coldstream Capital Management Inc | 76,878 | $7.29M | 0.10% | +1,369+1.8% | Added |
| Massmutual Trust Co FSB | 76,873 | $7.29M | 0.19% | −1,857−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 76,853 | $7.28M | 0.07% | +6,643+9.5% | Added |
| Edgemoor Investment Advisors, Inc. | 76,046 | $7.21M | 0.56% | −1,170−1.5% | Reduced |
| Advisors Preferred, LLC | 75,914 | $7.20M | 1.06% | +25,897+51.8% | Added |
| City Holding Co | 75,719 | $7.18M | 0.90% | +2,245+3.1% | Added |
| Anchor Investment Management, LLC | 75,299 | $7.14M | 0.59% | −385−0.5% | Reduced |
| GLOBALT Investments LLC | 75,058 | $7.11M | 0.26% | −1,059−1.4% | Reduced |
| Coston, McIsaac & Partners | 74,739 | $7.08M | 1.69% | −345−0.5% | Reduced |
| Naples Global Advisors, LLC | 74,639 | $7.07M | 0.55% | −453−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 74,589 | $7.07M | 0.08% | +18,181+32.2% | Added |
| Morningstar Investment Management LLC | 74,502 | $7.06M | 0.26% | +74,502 | New |
| Beacon Pointe Advisors, LLC | 74,291 | $7.04M | 0.06% | −14,358−16.2% | Reduced |
| Longbow Finance SA | 73,524 | $6.97M | 0.69% | 00.0% | Unchanged |
| Nordea Investment Management AB | 73,764 | $6.95M | 0.01% | +8,415+12.9% | Added |
| Simmons Bank | 73,062 | $6.92M | 0.46% | +2,430+3.4% | Added |
| Rakuten Investment Management, Inc. | 77,003 | $6.91M | 0.03% | +77,003 | New |
| Nicholas Hoffman & Company, LLC. | 72,861 | $6.91M | 0.17% | −360.0% | Reduced |
| BFSG, LLC | 72,782 | $6.90M | 0.67% | +553+0.8% | Added |
| Carret Asset Management, LLC | 72,753 | $6.89M | 0.67% | +207+0.3% | Added |
| Argent Trust Co | 72,676 | $6.89M | 0.24% | +29,637+68.9% | Added |
| MainStreet Investment Advisors LLC | 72,630 | $6.88M | 0.93% | −1,973−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 72,432 | $6.87M | 0.04% | −3,533−4.7% | Reduced |
| Old Point Trust & Financial Services N A | 72,408 | $6.86M | 2.22% | −1,175−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 71,523 | $6.78M | 0.05% | +71,523 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 71,506 | $6.78M | 0.06% | +27,920+64.1% | Added |
| Jackson Hole Capital Partners, LLC | 70,671 | $6.70M | 1.15% | −883−1.2% | Reduced |
| Telos Capital Management, Inc. | 70,341 | $6.67M | 0.64% | +820+1.2% | Added |
| Resolution Capital Ltd | 69,909 | $6.63M | 0.13% | +7,922+12.8% | Added |
| Carson Advisory Inc. | 69,819 | $6.62M | 3.57% | +786+1.1% | Added |
| Kentucky Retirement Systems | 69,183 | $6.56M | 0.18% | −1,006−1.4% | Reduced |
| Vident Advisory, LLC | 69,141 | $6.55M | 0.06% | −6,304−8.4% | Reduced |